See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,018 | $78,422+287.7% | $95,952+216.8% | $79,858+280.7% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.5pp | 69.6%+26.9pp |
| Annual return | 16.42% | 19.37%-2.9pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $4,796 | $1,945+146.6% | $2,541+88.7% | $2,471+94.1% |
| Participant deferral / active EE | $9,553 | $3,440+177.7% | $4,167+129.3% | $3,740+155.4% |
| Admin fee / account holder | $1,828 | $5,622-67.5% | $6,795-73.1% | $5,306-65.6% |